Connect Plane.so and Guidebook
Integrate Plane.so with Guidebook to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a Guide in Guidebook when New Issue Created in Planeso
Create a Custom List Item in Guidebook when New Issue Created in Planeso
Create a Custom List in Guidebook when New Issue Created in Planeso
Create Menu Item in Guidebook when New Issue Created in Planeso
Create Attendees in Guidebook when New Issue Created in Planeso
Popular Plane.so + Guidebook flows
Start from a real workflow other teams are already running.
Choose a trigger
Plane.so
When this happens...
New Issue Created
Issue Updated
Choose an action
Guidebook
Automatically do this!
Update a Guide
Create a Custom List Item
Create a Custom List
Create Menu Item
Create Attendees
Connect Item to Main Custom List
Create a Session
Update a Session
Delete a Session
Create a Folder
Create Schedule Track
Create Video
Create Webviews
Create Location
Create Question Set
Update a Guide in Guidebook when New Issue Created in Planeso
Use this flowCreate a Custom List Item in Guidebook when New Issue Created in Planeso
Use this flowCreate a Custom List in Guidebook when New Issue Created in Planeso
Use this flowCreate Menu Item in Guidebook when New Issue Created in Planeso
Use this flowCreate Attendees in Guidebook when New Issue Created in Planeso
Use this flowConnect Item to Main Custom List in Guidebook when New Issue Created in Planeso
Use this flowCreate a Session in Guidebook when New Issue Created in Planeso
Use this flowUpdate a Session in Guidebook when New Issue Created in Planeso
Use this flowDelete a Session in Guidebook when New Issue Created in Planeso
Use this flowCreate a Folder in Guidebook when New Issue Created in Planeso
Use this flowSupported Triggers & Actions
Everything you can automate between Plane.so and Guidebook.
When this happensTriggers
A trigger is an event that starts a workflow.
New Issue Created
This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.
Issue Updated
Triggers when a issue is modify.
New Guide
Trigger when a new guide is created.
New Attendee(s)
Trigger when a new new attendee is created.
New Menu Item
Trigger when new menu item is created.
New Custom List
Trigger when a new custom list is created.
Do thisActions
Action is the task that follows automatically within your Plane.so integrations.
Add a Project
Add project in a workspace.
Fetch all projects
Fetches a list of all projects within a specified workspace.
Get Project Details
Get project details in a workspace.
Update project details
Update a project in a workspace.
Create an Issue
Adds a new issue to a specified project.
Retrieve Project Issues
Retrieves a list of all issues within a specific project.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Plane.so
Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.
Learn moreSimilar apps
About Guidebook
Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Plane.so and Guidebook accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Plane.so and Guidebook as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Guidebook. No coding required.
Yes. You can set up a workflow where Plane.so triggers actions in Guidebook, and a separate workflow where Guidebook triggers actions in Plane.so. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Plane.so and Guidebook. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Plane.so and Guidebook integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
